The "Computer Charge" description appears when a forms charge is calculated from the Custom Client Invoice and a Tax Preparer Fee, Prepaid Amount, or Additional Adjustment is used in the return.  An entry of zero in the "Computer Charge" override box is not valid and will not delete the "Computer Charge" description.

The Tax Preparer Fee, Prepaid Amount, or Additional Adjustment can be found in a return in the following locations.  Removing the amount/s in these fields and using the fees calculated in the Custom Client Invoice to generate the invoice fee, will prevent the "Computer Charge" from appearing on the invoice.

• Interview Form 3 - Preparer Information, Special Handling, Invoice Options and Preparer Notes
  • Box 79 - Tax preparation fee
  • Box 80 - Amount taxpayer prepaid
  • Boxes 84 and 85 - Adjustment description

If you do not wish to remove the amount/s from the above fields, enter one of the following codes in box 70 - Client statement option code. 

• Interview Form 3 - Preparer Information, Special Handling, Invoice Options and Preparer Notes
  • Box 70 - Client statement option code
    • 1 - Detail with no amounts
    • 6 - Accountant copy only - Detail with no amounts

Using a code of 1 or 6 in the "Client statement option code" will make Tax Preparation ignore Custom Client Invoice settings and only use invoice fees entered in the following fields.

• Tax preparation fee
• Fee multiplier
• Include in client fee
• Amount taxpayer prepaid
• Form description
• Adjustment description 

Additional Information:

• Click here for instructions on how to edit the Custom Client Invoice using CCH ProSystem fx Tax.
• Click to view this solution in worksheet view